Author: Shawn D. Wall

During your working years, you generally know how much money you’re bringing in, so you can budget accordingly. But once

It’s that time of year when we do our taxes — but it’s also the same time that tax scammers

Have you recently retired but are now thinking of going back to work? If so, you aren’t alone, as many

As you know, inflation was big news throughout 2022. But will it continue in 2023? And looking even further ahead,

Before you turn 65, you’ll want to become familiar with Medicare’s rules and features. And if you’re a high earner,

If you receive Social Security, you’ve probably already heard that your checks in 2023 will be bigger – considerably bigger,

Now that it’s the holiday season, gifts are probably on your mind – and you might intend for some of

What To Know About Sustainable Investing You may have heard about “sustainable investing.” But if you’re not familiar with it,

As you go through life, you will likely have long- and short-term financial goals. But how will your strategies for

If you have a family member who has been diagnosed with Alzheimer’s disease, or is starting to show symptoms, you

Benjamin Franklin once said, “If you fail to plan, you are planning to fail.” But as you chart your financial

You may have heard that you can simplify your investment strategy just by owning index-based or passive investments. But is

Once again, it’s the season for football games and back-to-school activities. And if you work for a medium-size or large

You probably won’t see it on your calendar, but September is Life Insurance Awareness Month. And it is indeed important

As you know, the stock market has attracted a lot of attention – and for good reason, as we’ve seen

We all want to live long lives. We all expect to live long lives. But are we financially prepared for

You might enjoy owning your home – but the mortgage? Not so much. In fact, you might want to do

So far, 2022 has not been a good year for investors. In fact, we’re moving into bear market territory. What

When you hear the word “budgeting,” your first thought might be that it’s mostly for young people starting out in

The financial markets have gotten off to a rocky start this year. What’s caused this volatility? And does it present

If you reach retirement with a significant amount of assets, you’ve done a great job of saving and investing. But

Many expenses in life are unpredictable. But there are two things you know you’ll have to pay for: medical bills

It’s unfortunate, but true: During times of turmoil, whether it be a geopolitical situation or the economic stresses of inflation

When you’re driving these days, it’s pretty hard to get lost because your smartphone’s Global Positioning System (GPS) can get

The long-running coronavirus pandemic has fueled a lot of anxieties – including financial ones. But some people have had far

Are you expecting a tax refund this year? If so, what will you do with it? Of course, the answer

If you’re a certain age, you’ll need to withdraw money from some of your retirement accounts each year. But in

As you know, inflation heated up in 2021, following years of pretty stable – and low – numbers. And now,

While you’re working, you may be contributing to an individual retirement account (IRA), which can provide a tax-advantaged way to

Generally speaking, investing is a long-term process. You invest in your IRA and 401(k) to reach a long-term goal –